-53.4%
S vs MNDY
-63.2%
+9.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.0% | -3.1% | -0.4% |
| 7D | +0.1% | -12.5% | +12.5% | +6.1% |
| 30D | -11.8% | -2.6% | -9.2% | -11.1% |
| 3M | +33.9% | +4.2% | +29.7% | +29.3% |
| 6M | +40.1% | +9.8% | +30.3% | +30.1% |
| YTD | +32.1% | -42.3% | +74.3% | +62.5% |
| 1Y | +11.0% | -54.5% | +65.6% | +50.5% |
| 3Y | +16.9% | -50.3% | +67.2% | +29.9% |
| 5Y | -68.9% | -77.1% | +8.2% | -61.4% |
| All | -53.4% | -63.2% | +9.8% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling